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Team Financial Group’s iShares Gold Trust IAU Stock Holding History

Team Financial Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-343
Closed -$30.2K – 142
2026
Q1 		$30.2K Hold
343
– – 0.01% 140
2025
Q4 		$27.8K Sell
343
-152
-31% -$11.9K 0.01% 139
2025
Q3 		$36K Hold
495
– – 0.02% 114
2025
Q2 		$30.9K Buy
+495
New +$30.7K 0.02% 114
2024
Q1 		– Sell
-152
Closed -$5.93K – 106
2023
Q4 		$5.93K Hold
152
– – ﹤0.01% 134
2023
Q3 		$5.32K Buy
+152
New +$5.55K ﹤0.01% 139

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Team Financial Group's IAU Position: Q2 2026 in Review

Team Financial Group sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 343 shares — an estimated $30.2K sold.

Team Financial Group first reported a position in IAU in Q3 2023 and held it in 6 quarters. The position peaked at $36K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Team Financial Group reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 343 iShares Gold Trust shares in Q2 2026, an estimated $30.2K.
  • Team Financial Group first reported a position in iShares Gold Trust in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's iShares Gold Trust position peaked at $36K in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.